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Sundaram Rural India Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
18.820 0.09 (0.50%)

NAV as on 04 May, 2016

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sundaram Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Dec 2015) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 04 May, 2016)

Period Returns (%) Rank #
1 mth 7.3 3
3 mth 10.3 1
6 mth 8.4 1
1 year 10.8 1
2 year 24.6 24
3 year 20.0 40
5 year - -

# Moneycontrol Rank within 275 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -2.1 - - - -
2015 0.2 1.3 -1.4 -1.3 0.5
2014 5.1 10.8 7.4 8.5 36.4
2013 -13.7 0.5 -6.3 14.3 -3.4

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 7.3 10.3 8.4 10.8 24.6 20.0 --
Category avg 2.3 3.2 -3.3 -4.7 11.6 10.4 6.6
Difference of Fund returns and Category returns 5.0 7.1 11.7 15.5 13.0 9.6 --
Best of category 7.5 10.3 8.4 10.8 33.5 32.0 20.8
Worst of category -4.6 -5.5 -18.5 -22.2 -7.5 -2.0 -5.5
Benchmark returns # 0.1 4.8 -3.9 -5.9 10.7 11.2 7.4
Difference of Fund returns and Benchmark returns 7.2 5.5 12.3 16.7 13.9 8.8 --
# Benchmark Index: S&P BSE 500

Investment Info

Investment Objective

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity/equity-related instruments of \"Companies that are focussing on Rural India

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark S&P BSE 500
Asset Size (Rs cr) 39.60 (Dec-31-2015)
Minimum Investment Rs.5000
Last Dividend Rs.1.00 (May-02-2014) View Dividend History
Bonus N.A.
Fund Manager J Venkatesan / S Bharath
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if redeemed within 12 months from the date of allotment.

Contact Details

Regd. Office Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah, Chennai. , 600 014
Tel. No. 91 44 28583362, 28583367
Fax No. 91 44 28583156
Email sundarammutual@sundarammutual.com
Website http://www.sundarammutual.com

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund (G) Rank 5
14,512.78 7.0 -5.7 -10.0 14.0 8.8
ICICI Pru Value Discovery Fund (G) Rank 1
9,705.72 4.7 -2.8 -2.8 25.5 18.0
Reliance Equity Oppor - RP (G) Rank 3
10,399.26 0.3 -9.3 -9.5 16.0 13.6
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
Franklin India Prima Plus (G) Rank 2
5,266.05 4.9 -0.9 0.4 21.1 15.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 29, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 36.92 8.23
Infosys Technology 32.03 7.14
ITC Tobacco 27.55 6.14
HDFC Banking/Finance 26.14 5.83
Reliance Oil & Gas 25.08 5.59
TCS Technology 15.70 3.50
ICICI Bank Banking/Finance 15.54 3.46
Sun Pharma Pharmaceuticals 13.02 2.90
Kotak Mahindra Banking/Finance 12.49 2.78
Larsen Engineering 12.40 2.76

Full Portfolio

Sector Allocation (Feb 29, 16)

Sector %

1-Year

HighLow

Banking/Finance 27.97 27.97 23.88
Technology 13.90 13.90 13.90
Automotive 10.08 10.08 7.40
Oil & Gas 6.99 6.99 6.99
Chemicals 6.24 21.37 6.24
Tobacco 6.14 6.14 3.08

View All Sectors

Asset Allocation (%)(Feb 29, 16)

Equity 96.84
Others 2.06
Debt 0.00
Mutual Funds N.A
Money Market 1.16
Cash / Call -0.09

View All

Concentration

Holdings (%)
Top 5 32.93
Top 10 48.33
Sector (%)
Top 3 51.95

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